Customer Service Project Manager

Simon Yeh

* ******** *****, ********, ** *****. Tel: 732-***-**** ( Email:

*********@*****.***

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SALES & MARKETING COORDINATOR/ RELATIONSHIP MANAGEMENT

Dynamic sales and marketing experiences in business development,

organizational development and performance management. Keen presentation,

communication, and cross-cultural skills. Expert in evaluating client needs

as well as organizational needs. Team player with excellent communication,

planning, and leadership.

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PROFESSIONAL EXPERIENCES:

8/13- Present Home Mortgage Consultant

Wells Fargo Bank (Cranford, NJ & Metuchen, NJ)

. Custom home Construction loan: Wells Fargo Certified Custom

Home Construction financing specialist, builder's best

program expert.

. Foreign National Loan; Provide None Qualified Mortgage

products by providing none traditional credit inquire

(International Credit Report), collecting supporting

documents from client's home country to provide underwriting

needs for Foreign National whom doesn't have SSN nor US

credit history to approval for mortgage.

. Loan Application Review; Interview and understand potential

Borrower's current financial situation and loan type. Assist

borrowers to fill out documents for application

. Credit Analysis & Pre-Approval: Collect and review client's

credit report information. Gather minimum required documents

analysis and run through system to provide Priority-Buyer

Approval Letter for clients.

. Communication; Constant in contact with the clients and keep

them up to date throughout the loan process from start of

application to closing.

. Networking & Call Visits; Contact and network with various

Attorney, CPA and Realtors with International Exposures;

promote and provide updates on RomAsia Bank Foreign National

Mortgage Programs.

. Presentation; Co-sponsor Financial Reform Seminars &

Renovation Loan with Asian Real Estate Association of America

NJ Chapter, Inc. Present to Realtors and prospective clients

with up to date guidelines on available Mortgage Loan Program

and terms for both US person and Foreign Nationals.

. Prospecting: Call on existing book of business, center of

influence and referral source to inquire for referral for

mortgage.

. Referral to business partners: Identify client's need and

refer to bank business partners as well as commercial loan

officers.

4/12- 8/13 Senior Mortgage Consultant - Residential Mortgage/ Foreign

National Loan Specialists

RomAsia Bank (Monmouth Junction, NJ/ Edison, NJ)

. Foreign National Loan; Help develop and structure guidelines

for Pilot Foreign National Program within NJ. Promote Foreign

National Mortgage Program with potential Foreign Investors

through International Real Estate Agents and Immigration

Attorney

. Loan Application Review; Interview and understand potential

Borrower's current financial situation and loan type. Assist

borrowers to fill out documents for application

. Credit Analysis & Coordination review and analyze client's

credit report information. Merge report into loan application

program. Gather all required documents and prepare to submit

to Underwriting Team.

. Communication; Constant in contact with the clients and keep

them up to date throughout the loan process from start of

application to closing.

. Networking; Contact and network with various Attorney, CPA

and Realtors with International Exposures; promote and

provide updates on RomAsia Bank Foreign National Mortgage

Programs.

. Presentation; Co-sponsor EB-5 Seminar with Asian Real Estate

Association of America NJ Chapter, Inc. Present to

International and Local Realtors and prospective

international clients with up to date guidelines on available

Mortgage Loan Program and terms for both US person and

Foreign Nationals.

11/10- 4/12 Premier Mortgage Consultant - Specialize in

International/Foreign National Loans

HSBC Bank USA, N.A. (Fort Lee, NJ/East Brunswick, NJ/Edison,

NJ)

. Specialize in Foreign National Loans for HSBC Premier Global

Clients. Assist clients on getting International Credit

Report and Credit Transfer from HSBC Global Network

. Categorize Visa Type for Foreign National, identify client's

qualification and provide appropriate loan terms and programs

available to clients.

. Loan Application Review; Interview and understand potential

Borrower's current financial situation and loan type. Assist

borrowers to fill out documents for application

. Credit Analysis review and analyze client's credit report

information. Merge report into loan application program

. Coordination; Gather all required documents and prepare to

submit to Underwriting Team.

. Communication; Constant in contact with the clients and keep

them up to date through out the loan process from start of

application to closing.

. Networking; Contact various Attorney, CPA and Realtors with

International Exposures; provide updates on HSBC Premier

Foreign National Mortgage Programs.

. Presentation; Co-sponsor EB-5 Seminar of Asian Attorney

Association and Asian Realtor's Association. Help the

realtors and prospective international clients with up to

date guideline on Mortgage Loan Program and terms available.

10/09 - 10/10 Project Manager

M2 Tea Caf , LLC. (Edison, NJ)

. Supplier/Vendor Management - Negotiate and arrange delivery

of ingredient and goods for the Tea Caf .

. Customer Service Training- Set up provide customer service

procedure for the staff to follow.

. Inventory Control- Weekly and Monthly inventory audit. Set up

procedures for staff to keep track of items used. Provide

FIFO training to all staff.

. Marketing Promotions- Based on season, and events and

consumer behavior. Set up different promotional program and

track promotion outcome. Terminate, extend and add additional

promotions.

. Product management- Request ingredient samples from

vendor/supplier and test out different for mix in tea, milk

tea, smoothies etc. Select and negotiate best products for

retail establishment.

07/08 - 10/09 Business Development Officer

Cathay Bank, Edison, NJ

. Business Development through sales resulting in growth of

client relationships and accounts.

. Prospect business opportunities and turn them over to the

appropriate support personnel to finalize the details.

. Cross-sell banking products, refer existing and prospective

customers to expand relationships and to develop new business

. Superior customer services; Maintains frequent customer

contact for customer retention. Refer clients to specialty

departments.

. Support branch new business promotions

. Represent the bank in civic and community activities (CRA)

including Chamber of Commerce events, etc.

. Host and planned SBA Seminars, Mortgage Seminars and assist

in training staff to new products.

. Join Call visits with other officers to visit business

prospects and existing clients.

07/07 - 07/08 Senior Mortgage Consultant

HSBC Mortgage (USA), Fort Lee, NJ

. Loan Application Review; Interview and understand potential

Borrower's current financial situation and loan type. Assist

borrowers to fill out documents for application

. Credit Analysis Run client's credit check via CBC and analyze

credit report

. Coordination; Gather all required documents and prepare to

submit to Underwriting Team.

. Communication; Contact and keep borrower up to date on a

constant basis through out the loan process.

8/04 - 7/07 International Business Consultant

Pionite Enterprise, Ltd. Co. (Taiwan/China/USA)

. Business Development; Market Research & Planning through

retail market, wholesale market, online market on mid to high-

end backpacks. Gather & generate Potential Buyers lists from

USA, Europe, and Asia by attending tradeshows and visiting

manufactures.

. Supply Chain Management; Using SCM model concept to improve

communication with suppliers & buyers. Provide up-to-date

manufacturing schedule and inventory level.

. Infrastructure; Redesigned and streamlined organizational

infrastructure to capitalize upon human resource, operational

and financial competencies.

. Business Analysis; Comparative analysis of current business

model vs. future business models proposed. Setup Direct

Business Model and set up strategy and list out resources

needed for the new business model.

. Update business equipments, procedures & presence;

Recommended computer hardware and software upgrades. Set up

more efficient material planning procedures. Draft sample

webpage for reference and implementing new and up to date

information on the web.

. Strategic Alliance & Planning; Determine long-term goal and

proposed strategic alliance & planning for the Greater China

Market by working with local manufacture (partnering

manufacture facilities locally).

08/02 - 08/04 Procurement Coordinator/ Assistant Buyer

Grundig/ Eton Corporation. Palo Alto, California

. Supplier Chain management; Communication via email and phone

calls to suppliers in HK/ China to ensure correct forecast of

monthly production for various products.

. Shipment coordination; Working with U-freight in HK, US

office for arrangement of shipment. Determine shipment method

and negotiate best rate and best route.

. Inventory level analysis. Collect internal inventory data,

back order report, in transit quantities, and on order

quantities. Provide an accurate report for management to

forecast bi-weekly or monthly purchasing quantities of

products. Determine reorder level and advise management.

. Coordination with Supplier's Engineering in China/HK.

Communicate between our technical/product development team

and engineering/production staff on new product development.

06/99 - 06/02 ADSL Project/ Vendor Management

Stickdog Telecom, Inc. Vienna, Virginia

. Project management; coordinated internal staff and vendor

management

. Research and collect vendor information; Analyze Verizon's

proposal on ISP program. Contact Verizon Enterprise Solution

Group in regarding to Managed ADSL program and Self-Managed

ADSL program

. Negotiate ADSL resell program & cost including activation

fees, modem fees, per account monthly charges. Set up

Stickdog's ADSL program

. Implement ADSL reselling program in East Coast Region

. Ensure contracts and agreements have been executed

accordingly

. Utilize Supply Chain Management concept in Telecom Vendor

management

o Always Email first

o Follow up with a phone call within 30 min

o Kept on following up until vendor responds

o Never get stuck in "waiting" mode with vendor response.

6/95 - 6/99 Financial/ Accounting Operation - Assistant Supervisor

Fountain Technologies, Inc. Somerset, NJ

. Intel Inside Program/AMD/ Cyrix coop program - Reimbursement;

Claim for reimbursement;

. GE Warranty Program - management of customer database; received,

collected and submitted the customers' information to vendors.

. Internal Audit - A/P & A/R, ending inventory, monthly Inventory

Report

. Credit Card Processing Control- worked with merchant account

processors on setting up the credit card merchant accounts.

. Corporate logistic coordination - UPS, FEDEX, AirbornExpress,

DHL, accounts; Reviewed different logistic programs offered by

various carriers and propose the most beneficial plans to

decisions maker

Executive Coordinator of International Marketing and Sales

Enorex Microsystems, Inc. Edison, NJ

(subsidiary of Fountain Technologies, Inc.)

. Promoted DEC Alpha based Server and Workstation computers to

international resellers

. Set up and attended various computer tradeshows; COMDEX Korea,

COMDEX Japan

. Performed cost and benefit analysis for international markets.

. Coordinated marketing and overseas branch planning between

Japan, Korea and the US Headquarters.

Professional Association

4/2012- Present Asian Real Estate Association of America, NJ Chapter

(AREAA NJ Chapater) Treasurer& Co-founder, & Event Committee

Chair

Education MBA-class of 2001 - Rutgers, The State University of New

Jersey

Concentration in Supply Chain Management/ E-commerce

Bachelor of Art in Economics 1995 - Rutgers, The State University

of New Jersey

Major: Financial Economics/ Minor: Statistics

Special skills Fluent in Chinese (Mandarin), Taiwanese, Cantonese,

English, Korean

Computers skills Proficient in Windows, Microsoft Office, Mystate,

FoxPro, CRM, OneNote

Act, Micro TSP, Micro Manager, Novell GroupWise, MFG Pro, Seibel

(References furnished upon request)

Contact this candidate